Travis Schiele, CFP®, CEPA®
Login to view DISC.Travis Schiele is a CERTIFIED FINANCIAL PLANNER® professional at Aldrich Wealth, specializing in creating holistic financial plans for high-net-worth individuals. A graduate of George Fox University, he is described by colleagues as intelligent and empathetic, with excellent people skills that make others feel valued.
He is passionate about mentorship and professional development within the financial planning industry. Travis actively engages with industry professionals and values the guidance he has received throughout his career journey, often expressing gratitude for his mentors.
He was nominated to attend the prestigious Charles Schwab IMPACT Conference in 2022, a leading event for RIA industry advisors.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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